Trending February 2024 # Manage Your Company Data In Tallyprime # Suggested March 2024 # Top 4 Popular

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All your business transactions will be saved in the form of company data in TallyPrime. We understand how valuable your data is for you and your business, and we have provided various measures in TallyPrime to help you safeguard and manage your data.

First and foremost, to use TallyPrime, it is essential for you to migrate your existing company data. This will make your data compatible with this new and improved version of the product.

TallyPrime provides you with the flexibility to browse through various paths on your computer and select suitable locations for storing your company data and backup. Watch the video Data Configuration in TallyPrime Multi User to learn more.

It is a good practice to take a regular backup of your data to avoid any data loss. Using TallyPrime, you can easily take a backup of your company data and store it in a secure location, such as a hard drive, a cloud storage site, and so on. Now if you lose your data due to any unfortunate reason, you can restore your backed-up data.

TallyPrime comes with a useful tool called Split, which will help you manage the volume of your data. If your business likes a fresh start every financial year, then you can split your data and maintain a fresh batch of data every year. Moreover, if you have recorded numerous transactions over time, it will be reflected in the size of your company data. Therefore, it would be a good idea to split the data.

Last but not the least, if you are facing any issues with your company data, TallyPrime provides you with the facility to repair the data. The Repair feature will make your data readable in the current release.

When you need to select a company for different functions, you might see the Company Names along with different statuses of the data, For example, your data can be of previous version and requires migration, your data might be corrupt and therefore will require repair, or you might be attempting to open the data already used in a higher version of the product. Data statuses help you to select the appropriate company and take necessary actions on the data depending on the status.

The following statuses might appear for the Company:   

Migration Required: The data belongs to a lower version of TallyPrime.

Migration in Progress: Migration for the company data has already started and is currently in progress.

Continue Migration: Migration was paused in between and can be continued where it had stopped last.

Repair Required: The data is corrupt and requires a repair.

Repair in Progress: Repair for the company data has already started and is currently in progress.

Continue Repair: Migration was paused in between and can be continued where it had stopped last.

Reset GSTN Data in Progress: Data Reset process has been initiated and therefore the Company Data is in use for Reset GSTN Data.

Continue Reset GSTN Data: Reset process was paused in between and can be continues from where it had stopped last. 

When using TallyPrime with the Edit Log feature, you might be using third-party integrations or TDLs that allows import of third-party data into your company. In addition, depending on your day-to-day transactions, you might need to insert or delete vouchers in your company data.

If your Voucher Type is configured for renumbering on insertion of new vouchers in between the existing vouchers or deletion of vouchers, all the subsequent vouchers get renumbered automatically. This might lead to creation of Edit Log for each voucher that gets renumbered. Therefore, there might be a significant increase in the overall data size due to the Edit Log data. In such cases, we recommend the following:

For TallyPrime 2.1 with Edit Log or TallyPrime Edit Log 2.1: If you have set the voucher numbering method to Automatic, it is recommended to alter it as Automatic (Manual Override).

Avoid making frequent changes to your masters and vouchers once they are created. Each time you alter your data, edit log data is created for each alteration, thereby increasing the over all data size.

Ensure that the vouchers to be imported have the appropriate voucher numbers, as expected, to avoid creation of any unwanted edit log data.

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How To Use Tallyprime And Tallyprime Edit Log Features

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Let’s take a quick look at the TallyPrime features & patterns like Basis of Values and Go To that will help you to work efficiently with minimal learning. Understand these features & patterns so that you can try any feature in the product.

Once you install TallyPrime, activate the license, create a Company, and then you can start using TallyPrime features and record your business transactions. To make use of the flexibility of TallyPrime and enhance your productivity, take a quick look at the interaction experiences and understand the patterns. 

Home screen that you see when you open TallyPrime includes the top menu, Go To/Switch To buttons, Gateway of Tally, and buttons on the right hand side. These options aid in finding and opening different ledgers, vouchers, and reports that help you accomplish your business tasks. There are multiple ways in which you can reach the desired destination. You can choose the ways you prefer.

Navigation across TallyPrime widely uses Enter key and Escape key. While there are different ways in which you can reach a destination, pressing Enter will take you to the next level of information, and Escape will take you back to the previous level, until you reach Gateway of Tally. In addition to that, the same Escape key will let you close TallyPrime, with a confirmation. Similarly, you can use different key combinations to achieve what you want. In fact, you can navigate and use TallyPrime features completely using a keyboard.

Reports are presented in a hierarchical manner for easy analysis. While TallyPrime provides a large number of reports, reading and understanding the reports are simplified with similar interactions. When you open a report, you will get the summary data for the most relevant report period. From there you can change the report period, presentation format, and so on, up to the value that forms the basis of the report. Consistent interactions make it easier for you to navigate, and memorise the steps.

Sharing data in printed formats, or in electronic file formats through e-mail or export is one of the useful TallyPrime features available by default. You can share individual vouchers, or reports, as well as in bulk, with just a few key presses. Sending payslips to your employees, or reminder letters to your parties are equally simple.

Easy setup enables you to start using TallyPrime for recording your business transactions in a couple of minutes. While there are many features available out-of-the-box, you can decide to start with the minimal set, right away. You can start using the other TallyPrime features as and when you come across a business need. You can explore and use many features as your business grows and diversifies. This facility helps you to start simple, and gradually add more features as needed. You can switch many features on and off as you want or require. Alternatively, you can start using all the TallyPrime features in the beginning, if needed.

Set up for personal preferences is another flexibility that you get to in order to use the application comfortably. Such configurations can be done independently for every installation of TallyPrime using F12 Configurations. Different types of ledgers and vouchers can have different configurations. Similarly, you can set your preferences for reports, printing, and other data communication options.

When you open TallyPrime, you can see a home screen with different items – a top menu bar with pull down options, the details of the Companies that are open, the Gateway of Tally menu, and a button bar on the right-hand side of the screen.

Top Menu has options to manage your Companies, TallyPrime application, users in your Companies, and your data storage & sharing. This menu and child items in the menu are also accessible from any screen in TallyPrime. Help menu has options to launch TallyHelp and to upgrade your application to a newer release of the product. Availability of a newer release is indicated with a red dot notification on the menu name Help. Additionally, other options under the Help menu include What’s New,  TallyShop for buying add-ons, Troubleshooting to repair your application and data in case there are issues, Settings to configure your application, TDL & Add-On to manage your extensions/customisations, and an About report that shows the details of your TallyPrime installation and its environment.

Tip: You can use just the keyboard to interact with TallyPrime and use TallyPrime features if you prefer so. You can also comfortably use mouse. This is possible on all screens in TallyPrime.

Go To option on the top menu helps you to quickly access any report or TallyPrime features that you want to use. Any screen that you access using Go To will open on top of the current screen, and closing the screen will take you back to the screen that was open earlier. You can use Alt+G to access Go To.

The option Switch To is placed with Go To as a toggle to help you move from the current screen to any other screen. You can use Ctrl+G to access Switch To.

More about Go To and Switch To are given below.

Tip: Use Alt key to access the shortcuts with a single underline. To access the shortcuts with double underline, use the Ctrl key.

Company details are shown below the top menu, on the left side of the screen. The details include the CURRENT PERIOD and CURRENT DATE, the names of the Companies that are open, and the last date of transactions in each Company. Further, in case your Company is connected and is accessible online, that is also shown here with (c).

Gateway of Tally groups the different TallyPrime features, based on the nature of activities. Options on the main screen of TallyPrime include Masters, Transactions, Utilities, a few Accounting and Financial reports, and an option to view more reports. When you select any of these options, a screen opens that lets you create or alter a master or transaction, view a report, or list other options. Notice that every option in the Gateway of Tally has one bold capital letter, the shortcut to access the option. You can just press the letter key to access the corresponding item. For example, K is to open Day Book, and B for Balance Sheet.

More about Right Button Bar is given below.

Let us explore a little more about the buttons on the right button bar.

F2, F3, F12 options – remain constant on all screens, transactions, masters and reports.

Ctrl+B/H/J – has preset actions only in reports.

Ctrl+F/H/I – has preset actions only in vouchers.

In a similar manner, there are predefined list of buttons for different actions. Check different buttons when you are on different screens to know these options better.

In this topic, different options are used in procedures to open different transactions and reports, so that you get familiar with these.

Company in TallyPrime is equivalent to the books of accounts that you maintain manually, in the absence of an accounting application. You can specify the details of your business like the name of the company, the business name that needs to be printed in documents, the state and country where your business operates, the financial year followed, the date from when the books are maintained, base currency of your business, and so on.

To create a Company in TallyPrime,

The Company Creation screen appears.

Notice that a few fields are auto-filled. You can change any of these values as needed.

Alternatively, you can press Y when the Accept message appears, on navigating to the end of the screen.

You can enable or disable any of these features later.

You can press Esc thrice to close the features screen, if you do not need to change any.

Your Company is ready for use.

Tip: After creating a Company, you can use F11 to enable or disable any feature when needed. You may make a list of all the features that you want in your Company and enable these features at one go. Alternatively, start simple and keep enabling more features as needed.

In case you want to specify additional details for your Company, press F12 on the Company Creation screen.

Tip: Use F12 (Configure) in TallyPrime screens to alter the on-screen options/configurations as per your preference. This is possible on all screens in TallyPrime where there are additional options available.

F12 Configure options

Provide Contact Details – To show the options to capture the company contact details.

Use TallyVault Password to encrypt Company Data – To show the option to set TallyVault Password.

Use User Access Control – To show the option to enable user-based access to the Company.

Provide Additional Base Currency details – To show options to specify additional details of the Base Currency.

Set Edit Log applicability: To show the option Enable Edit Log, available from TallyPrime Release 2.1 onwards.

Refer to Working with Company section for further details.

You can start using all the TallyPrime features and record your business transactions after you create a Company. Any master – ledgers and Stock Items that you need can be created as and when needed. That too with the available details!

Masters: TallyPrime classifies masters as Accounting Masters, Inventory Masters, Statutory Masters, and Statutory Details. Accounting Masters include Ledger, Group, Cost Category, Cost Centre, Currency, and Voucher Type. Inventory Masters include Stock Item, Stock Group, Stock Category, Unit, Godown, Price Lists for Stock Group and Stock Category, and Price Levels. Statutory Masters and Details vary depending on the taxation that you have enabled.

When you install TallyPrime for the first time, there are 20 Voucher Types. On enabling more F11 features, you will see 24 Voucher Types.

Using the Edit Log feature introduced in Release 2.1, you can record the log of all the changes you make in transactions, groups, ledgers, and stock items. If you have a specific compliance requirement, you can use TallyPrime Edit Log so that the feature is never disabled.

TallyPrime also provides the flexibility to record optional vouchers for the cases that you are not sure of now but want to make provisions for the same. When you are sure that certain expenses will happen on a future date, you can create post-dated vouchers, and account for such transactions. All these will help you do business analysis considering the anticipated transactions.

Apart from the plethora of Voucher Types, you can also enter vouchers in different modes:

Ledgers in TallyPrime are similar to the ledgers that you use in the books of accounts. There are two default ledgers – Cash and Profit & Loss A/c. The list of ledgers in your business will be to account for different types of purposes like suppliers/creditors, buyers/debtors (party), sales (Sales Accounts), purchase (Purchase Accounts), bank (Bank Accounts), and so on. You can create your ledgers under the relevant group based on the nature of the ledger. For example, you can create a supplier ledger ABC traders under the Group Sundry Creditor. This will ensure that ABC traders are treated as Sundry Creditors, and will appear for selection in the relevant field when recording transactions.

Groups are available in TallyPrime by default to classify the ledgers. There are 28 default Groups, like Bank Accounts, Indirect Expenses, and so on. These Groups address most of your business needs. However, you can create additional Groups under these default Groups as per your needs. For example, Export Sales under Sales Accounts to classify the ledgers used for exports, Duty Paid Purchases under Purchase Accounts for imports, and so on.

You can use multiple ways to create Ledgers in TallyPrime. Since TallyPrime does not insist on any master creation before you start recording your transaction, you can create the required ledgers while recording the transactions. For example, say you are recording your first payment transaction. If you have not created the relevant party ledger while entering the payment voucher, then you can create it on the fly. Otherwise, you can create the party ledger first and then record the payment to the party. Another way to create a ledger is from the Chart of Accounts.

In case you have many ledgers to create, you can use the multi ledger creation option or import using XML file. You can also synchronise the ledgers created at your head office or warehouse.

Tip: You can start creating ledgers with what you know. Rest of the details can be updated as and when you get those. If any necessary information is missing in the masters or transactions, TallyPrime will bring it under the exception frame and lets you update. This helps to ensure completeness before you file your returns.

Enter the ledger name.

Select the Group under which you want to create the Ledger.

Update the remaining details as needed.

Press Ctrl+A to create the ledger.

Tip: On any screen you can use Enter to navigate forward, and Backspace to navigate backward.

You can use the ledger in any transaction as needed. Similarly, you can create other ledgers. If you are into service business, then you can create ledgers for the services you offer.

In case you want to enable additional configurations for your ledger, as mentioned earlier, press F12 on the Ledger Creation screen.

Tip: When you use Alt+C to create any master when you are in a master selection field, you can see (Secondary) in the screen name. This helps you identify that you have opened the master creation screen from another master or transaction.

You can use multiple ways to create Groups in TallyPrime. You can create a Group on the fly when you are creating a ledger. Otherwise, you can create a Group first, and then record the transaction for the party. As in the case of ledgers, you can import or synchronise the list of Groups, if needed.

Enter the name and select the Group under which you want to create this group.

Update the remaining details as needed.

Press Ctrl+A to create the Group.

You can use the Group for any ledger as needed. Similarly, you can create other Groups.

Tip: In TallyPrime, you can accomplish a specific task in different ways, and at different points in time. There are different options to create masters, and these options have similarities. Specific details for each master are captured in the creation screens.

In case you want to enable additional configurations for your Group, as mentioned earlier, press F12 on the Group Creation screen.

Stock Items in TallyPrime is to maintain the details of the items that you handle in your business. The list of items can include all the items you trade and the consumables you use in the process of running your business. Further, you can group the items under Stock Groups and Stock Categories, if needed, for ease of management and analysis. For example, you can create the item pens under the group Ball Pens and Markers, as the case may be. You may be selling pens from different vendors like Faber Castle, Camel, and so on. Here, you can create parallel categories by the name of the brands and use it for analysis of sales by brand.

Stock Group available in TallyPrime by default is Primary. In case you do not need to have multiple groups for analysis, you can just manage with the Primary group. However, you can create additional Stock Groups under Primary as per your needs.

Stock Category available in TallyPrime by default is Primary. In case you do not need to have multiple categories for analysis, you can just manage with Primary. However, you can create additional Stock Categories under Primary as per your needs.

You can use multiple ways to create Stock Items in TallyPrime. Since TallyPrime does not insist on any master creation before you start recording your transaction, you can create the required Stock Items when recording the transactions. For example, say you are recording your first Sales transaction. If you have not created the relevant items when entering the Sales voucher, then you can create it on the fly. Otherwise, you can create the Stock Item first and then record sales.

In case you have many items to create you can use the multi item creation option or import using XML file. You can also synchronise the items created at your head office or warehouse.

Enter the name and Stock Group under which the item has to be created.

Specify the unit for the item.

Update the remaining details as needed.

Press Ctrl+A to create the Stock Item.

You can use the Stock Item for any transaction as needed. Similarly, you can create other Stock items.

When you are in a list to select a master, you get an option to create a new item in the list. Alternatively, press Alt+C. The master creation (Secondary) screen will appear.

When you are in a master screen, press F10 to switch to Other Masters.

In case you want to enable additional configurations for your Stock Items, as mentioned earlier, press F12 on the Stock Item Creation screen.

You can use multiple ways to create Stock Groups in TallyPrime.  You can create a Stock Group on the fly when you are creating a Stock Item. Otherwise, you can create the Stock Group first and then create the Stock Items. As in the case of Stock Items, you can import or synchronise the list of Stock Groups, if needed.

Enter the name and Stock Group under which the new Stock Group has to be created.

Update the remaining details as needed.

Press Ctrl+A to create the Stock Group.

You can use the Stock Group for any item as needed. In a similar way you can create other Stock Groups.

In case you want to enable additional configurations for your Stock Groups, as mentioned earlier, press F12 on the Stock Group Creation screen.

You can use multiple ways to create Stock Category in TallyPrime. Otherwise, you can create the Stock Category first and then create the Stock Items. As in the case of Stock Items, you can import or synchronise the list of Stock Categories, if needed.

Enter the name and Stock Category under which the new Stock Group has to be created.

Update the remaining details as needed.

Press Ctrl+A to create the Stock Group.

You can use the Stock Category for any item as needed. Similarly, you can create other Stock Categories.

In case you want to enable additional configurations for your Stock Categories, as mentioned earlier, press F12 on the Stock Category Creation screen.

For every item in TallyPrime you can associate one or more units of measurement. There are no default Units available. You can create a Simple Unit or Compound Unit as needed for each item. You can also use alternate units, if needed.

Unit Creation can be done in multiple ways in TallyPrime. If you have not created the relevant unit before creating a Stock Item, then you can create it on the fly. Otherwise, you can create the Unit first, and then create the Stock Item. You can also synchronise the Units created at your head office or warehouse.

Enter the Symbol and Formal name.

Update the remaining details as needed.

Press Ctrl+A to create the Unit.

You can use the Unit for any item as needed. In a similar way you can create other Simple Units.

In case you want to enable additional configurations for your Units, as mentioned earlier, press F12 on the Unit Creation screen.

Press Backspace and select Compound if the Type selected is Simple.

Enter the Compound Unit as the First unit. For example, Kg.

Enter the Conversion factor. For example, 1000.

With the given example, you would have created a Kg with the conversion factor of 1000 Gm.

You can use the Unit for any item as needed. In a similar way you can create other Compound Units.

In case you need to update details in any master, you can use the Alter option. Similarly, if you do not need a specific master, then you can delete it.

If you have opted for Edit Log, then alteration or deletion of ledgers, groups, or stock items will be recorded in the Edit Log report in the respective masters.

As in the case of creating masters, you have different options to alter masters too.

Update the details as needed and save.

These details will be used hereafter.

To know more about Edit Log for altered masters, refer to:

To know how to view altered masters, refer to the View Altered and Deleted Masters section in the Chart of Accounts topic.

You can delete a master if there are no other masters or transactions using it. For example, you can delete a Group if no ledgers are using the Group. Similarly, you can delete a Stock Item, if no recorded transactions have used that Stock Item.

In case there are masters or transactions that use the master that you want to delete, first delete the dependent master or transaction, and then delete the master you intended to delete.

Press Alt+D. A message appears asking confirmation to delete.

Press Y.

The master will be deleted.

Tip: When you have a master creation screen open, you can use Page up to fetch the previous master, and Page down for the next (if you are on a master in between). The existing masters are shown in alteration mode. Page up on the first master, will take you to the last master created.

To know more about Edit Log for deleted masters, refer to:

To know how to view deleted masters, refer to the View Altered and Deleted Masters section in the Chart of Accounts topic.

You can record transactions in different modes using the default templates in TallyPrime. The Change Mode option in TallyPrime allows you to quickly switch between different modes.

Open the voucher screen.

You can select any type voucher using the right button options.

Specify the Particulars of the transaction.

Select the ledger by which you are making the payment – By Cash or Bank and specify the amount.

If ledgers are not available, you can create it on the fly by pressing Alt+C. In Ledger Creation (Secondary) screen, give ledger name as per your needs and select the required group in the Under field.

As in the case of masters, you can use Ctrl+A, or press Y in the Accept message box to save.

Press Alt+F2 to change the period.

Press F2 in reports to change the period.

Open the voucher screen.

You can select any type of voucher using the right button options.

Select the mode of payment.

In Party A/c name field, select Cash ledger or Bank ledger.

Select the ledger and specify the Amount.

As in the case of masters, you can use Ctrl+A, or press Y in the Accept message box to save.

In a similar way, you can create any other voucher. Accounting invoices are mostly used when services are rendered.

Tip: When you are on a transaction creation screen, you can use Page up to fetch the previous transaction of the same type, and Page down for the next. The existing vouchers are shown in alteration mode. Page up on the first voucher, will take you to the last voucher created.

Open the voucher screen.

You can select any type of voucher using the right button options.

Specify the buyer details. 

In Party A/c Name, select Cash or Bank for cash sales. For credit sales, select the party name.

If you do not see this screen, then press F12 in the voucher screen and set Provide dispatch, order, and export details to Yes. You can use F12 configuration of the Dispatch Details & Order Details screen to set the order and export details on or off.

If you do not see this screen, then press F12 in the voucher screen and set Provide buyer details to Yes.

Select the accounting ledger for item allocation.

In case you do not see the Sales ledger field on-screen, press F12 and set Select common ledger for item allocation to Yes.

As explained above, you can create the item on the fly by pressing Alt+C.

In case of stock item, enter the Quantity. Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate or Value.

As in the case of masters, you can use Ctrl+A, or press Y in the Accept message box to save.

Tip: The only prerequisite for you to start recording transactions is to create a Company in TallyPrime. You can create all the required ledgers and items on the fly.

You can open many such screens, one on top of the other. Closing the last opened screen will take you back to the immediate previous screen, and then you can continue from where you left it.

Press Ctrl+G to leave the current master, transaction or report regardless of where you are now, and move to a different screen.

You can print invoices after recording it. TallyPrime offers different formats to print invoices. You can configure the values that need to be printed in different types of invoices.

Press Ctrl+P to print the current invoice.

When you start typing a word, the list will get filtered to show the options that have the letters you entered. Select the required option and press Enter to change the configuration. While the Yes/No options will toggle when you press Enter, another sub-screen will display options for other types of configurations.

Press I to preview the invoice.

The invoice will be printed on the printer you have configured.

You can also configure TallyPrime to print the invoice on saving the voucher.

In case you need to update details in any voucher, you can use the Alter option. Similarly, if you do not need a specific voucher, then you can delete it.

If you have opted for Edit Log, then alteration or deletion of a transaction will be recorded in the Edit Log report in the transaction.

As in the case of recording transactions, you have different options to alter transactions too.

Alternatively, you can open any report that shows the required voucher, drill down to the voucher and alter it.

Update the details as needed and save.

These details will be used hereafter.

To know more about Edit Log for altered transactions, refer to the View Edit Log for transactions section in the Accounting Entry topic.

To know how to view altered transactions, refer to the View Altered and Deleted Vouchers section in the Day Book topic.

You can delete a transaction if you have recorded a transaction by mistake, or duplicated any.

Press Alt+D. A message appears asking confirmation to delete.

Press Y.

The voucher will be deleted.

Tip: Select the required item in the transaction and press Ctrl+D to delete the item from a transaction.

To know more about Edit Log for deleted transactions, refer to the View Edit Log for transactions section in the Accounting Entry topic.

To know how to view deleted transactions,  refer to the View Altered and Deleted Vouchers section in the Day Book topic.

You can generate reports in TallyPrime anytime. You can also start viewing your Accounting, Inventory, and Financial reports as soon as you record your first transaction. Depending on the transaction that you record, the corresponding reports will be populated. For example, consider a situation that you have recorded a rent payment. You can view this transaction in Day Book, Payment Register, Balance Sheet, Profit & Loss A/c, Ratio Analysis, Trial Balance, Cash Flow, Funds Flow, Cash/Bank Book, and so on. This transaction will also show up in the GST returns as not relevant for returns. So, this offers you ultimate confidence on tracking all your transactions to a granular level.

On the other hand, consider a situation where you are viewing transactions in one of your reports. And you have doubts about a figure that is shown in the report. You can just press Enter on the line that has the amount that you are uncertain about, to drill down and find further details of the transaction. This will take you to the next level of the report that gives you further details.

In case you have not reached the voucher that accounts for the transaction yet, you can continue to drill down until you reach the source voucher. Depending on the report that you are viewing, reaching the voucher may happen in a single step, or will take you to different reports that contributed to the final value. Once you reach the voucher, you can update the details, if there is any mistake or missing piece. As in all other cases, when you are at a lower level in a report, press Esc to move up one level at a time.

You can use multiple ways to view reports in TallyPrime. You can view all the reports in TallyPrime using the options in Gateway of Tally. Alternatively, you can find any report using Alt+G (Go To).

The most frequently used reports like Day Book, Balance Sheet, Profit & Loss A/c, Stock Summary, and Ratio Analysis are listed in Gateway of Tally. Use Display More Reports to see all other reports. When you select Display More Reports you can see a list of reports grouped under Accounting, Inventory, Statutory, and Exception. You can choose any of these and view the report or get to the next level of report listing. Notice that even in Gateway of Tally menu pressing Esc takes you to the immediate previous level.

To open Balance Sheet,

Explore the Balance Sheet, by drilling down.

Notice that the Capital Account is selected when the report is opened.

Press Enter to view further details of Capital Account – Group Summary.

Notice that the first Group in the report is selected. Use Down and Up arrow keys to move to other Groups.

Press Enter to view the details of the Group – Ledger Monthly Summary.

Select any month and press Enter.

You can continue to drill down till the vouchers.

Press Esc to move up one level at a time.

In a similar way, you can open any other report and explore.

Apart from the facility to drill down to the voucher level, there are other TallyPrime features offered in the reports. You can press Alt+F5 for a detailed view/to explode all the lines in a report to show further details in the same report. Further details depend on the report that you have opened. For example, if you are in the Day Book, then the initial view shows the list of transactions based on the type of transaction. The detailed view shows the counterpart ledgers against which each transaction is recorded. In case you are viewing the Profit & Loss A/c, the detailed view shows the items that rolled up to the final value in the report.

View details of all lines.

Press Alt+F5.

Notice that every line in the report explodes to show further details.

Use Down and Up arrow keys to move to other Groups in the same column.

Use Right and Left arrow keys to move to the right and left columns.

Press Alt+F5 again to collapse the details.

View details of a specific line.

Select a line in the report.

Press Shift+Enter.

Notice that the selected line in the report explodes to show further details.

Use Down and Up arrow keys to move to other lines.

Select the line you exploded, and press Shift+Enter to collapse the line.

In a similar way, you can open any other report and view details.

You can view all the records in a report or decide to focus on selected records. In order to do this, you can apply a condition to filter records. For example, you can view only Payment vouchers in Day Book.

Open Day Book.

Press F4.

Select Payment.

All the Payment vouchers recorded on the day will be shown.

You can find transactions that have some specified values. For example, you want to find the transactions that has items from the Batch DR-75-19-20.

Open Day Book.

Press Alt+F12.

Select Voucher in the Type of Information.

Select Batch Name in the Particulars.

Now select equal to in the Range of Information.

Type DR-75-19-20 in the field.

The Day Book gets filtered to show all vouchers that have items from the Batch DR-75-19-20.

Tip: In TallyPrime, options to interact with the reports remain the same.

Enter – To drill down to the next level of details for the selected line. In all reports, you can drill down to any of the source vouchers.

Alt+F5 – To explode all lines in the report at one shot, on the same screen.

Shift+Enter – To explode a selected line of the report on the same screen.

Esc – To move up by one level.

Open any report.

Press Ctrl+P.

Press C to configure the details for printing.

Now press I to preview the invoice.

Press P to print.

The report will be printed on the printer you have configured.

Select the report you want to print.

Press C to configure the details for printing.

Press I to preview the invoice.

Finally, press P to print.

The selected report will be printed on the printer you have configured.

Refer to Keyboard Shortcuts for the complete list.

When you open a report, you will see a summarised view of the transactions. As mentioned above, you can view further details using Detailed View or Shift+Enter, depending on the type of details you want to view. Apart from this, you can change the representation of data in the report depending on the needs you have. You can generate any report for a specific period of your choice, either in the current financial year or any previous year based on your needs. You can filter the data in the reports based on various criteria, find transactions that involves specific details like a party or item, hide certain transactions to see the impact on the report, change the values based on which the report is generated, and so on. These TallyPrime features enable you to view reports, as per your requirement.

Hide & Show: When you view a report and if you want to avoid showing a few details, then you can hide those lines. For example, consider a situation where you are in a conversation with a well-wisher, and wanted to discuss a few business aspects with him. You open the Balance sheet for this, but realised that you do not want your well-wisher to see the details of your capital account and fixed assets. In this case, you can hide/remove these lines for the time being by selecting the lines and pressing Ctrl+R. You can bring back the hidden lines by pressing Ctrl+U in the reverse order in which you had hidden the lines. Exiting the report and reopening it will also bring back all the lines. You can use the Space bar to select multiple lines in a report and hide those at one shot.

Report period: When you open any report, the report opens for the current period. This period depends on the type of report you have chosen. For example, when you open Day Book, the report is for the current date. If the report is Balance Sheet, the report is for the current financial year up to the current date. When you want to view reports for a different period, press F2 or Alt+F2, and change the report period. The period you select may be for any financial year for which you have data in TallyPrime.

View data: You can change the values shown in the report using the buttons F5 to F10, and the combinations with Alt and Ctrl keys. Each of these buttons has a fixed functionality associated in different reports. These buttons are enabled based on the nature of the report that you are viewing. If any of these functions is not available for the current report, the corresponding button is inactive.

You can also change the Company for which you are viewing the reports. To view the current report for a different Company that is open, press F3. In case you want to open a Company to view the reports, press Alt+F3. You can use Ctrl+F3 to shut any open Company.

Comparing data is a common aspect of business data analysis. For example, you may compare the turnover during a festival season across a few years to plan a strategy for the upcoming festival season or compare the profitability of running certain sales campaigns. TallyPrime lets you compare data by adding new columns with data from a different period or Company. You can use the options New Column, Alter Column, Delete Column, and Auto Column for these purposes.

Basis of Values option lets you choose the different values that you want to include or exclude in the current report, types of vouchers to be included, Valuation Method, the scale factor for displaying values in the report, types of godowns to be included, and so on. For example, you can view the values in the Balance Sheet based on the Last Purchase Cost or Last Sale Price by changing the Stock Valuation Method. Changes in these views never affect the data you have recorded in TallyPrime. Depending on the usefulness of viewing the different values in a specific report, such options are made available for you to choose.

Change View lets you change the current view of the report. For example, if Day Book is filtered for a voucher type, then you can view it as extract and columnar.

Change view also allows to view the related reports of the currently open report. For example, when the Day Book is open, you can view the post-dated bank transactions. View options are also contextual – options change depending on the report that you are viewing.

Open Balance Sheet.

Hide & show lines in the report.

Select any line in the report.

Press Ctrl+R to hide the details.

If you print the report with any line hidden, then the hidden line will not be printed.

Press Ctrl+U to unhide/show the hidden lines.

Notice that the lines are shown in the reverse order in which you had hidden the lines.

Change report period.

Press F2 or Alt+F2.

Enter From & To dates.

Notice that the report gets refreshed to view data for the selected period.

Change values in the report.

Press F8.

Select the required Valuation Method.

In a similar way, you can select any other method.

In a similar way you can open any other report and view details.

You can rely on TallyPrime reports to ensure hygiene of your books of accounts by ensuring only the correct transactions exist in the book, and all the required transactions are present. When you are checking reports, you can do updates and corrections in your transactions as needed.

Duplicate a Voucher.

Select a Sales Voucher.

Press Alt+2. The Sales Voucher opens.

Make the required changes.

Press Ctrl+A to save.

Notice that the new Voucher is added in the Day Book, with a new Vch No.

In a similar way you can duplicate any other type of Voucher.

Insert a voucher in case you have missed to record a transaction. There may be situations when you realise that a transaction was not recorded when it happened. For example, you missed to record a sales transaction that took place on 15-May-2024. You can open the Sales Register or Day Book and insert the voucher. In order to do this, open the Sales Register for the month of May 2023. Select a transaction for the date 15-May-2024, and press Alt+I. The Sales voucher opens with the same voucher number as that of the one use selected. Enter the details and save the voucher. Notice that the voucher gets inserted before the one you selected, and the voucher number of the selected voucher is assigned to the new voucher.

The remaining voucher numbers get updated by adding one. In case you are doing this in the Day Book, select the transactions of required date, and select a Sales voucher before you press Alt+I. The type of voucher screen that you open depends on the voucher you selected.

Insert a Voucher.

Select the required month. Say, May.

Select a Sales Voucher for the required date. Say, 15-May.

Press Alt+I.

A new Sales Voucher opens, with the same number as that of the selected Voucher.

Add the required details.

Press Ctrl+A to save.

Notice that the new Voucher is added in the Day Book, with the same Vch No. as the selected voucher. All the vouchers below the newly created one are renumbered.

In a similar way you can insert any other type of Voucher, using the relevant report.

You can Add a voucher in a similar manner by pressing Alt+A. The only difference between Insert and Add is that the voucher number for the added voucher will be one higher than the voucher you selected before pressing Alt+A. Notice that the voucher gets added after the one you selected, and the voucher number of the new voucher is higher than the one you selected. The voucher numbers of the vouchers with number higher than the selected voucher get updated by adding one.

Add a Voucher.

Select the required month. Say, September.

Select a Sales Voucher for the required date. Say, 15-May.

Press Alt+A.

A new Sales Voucher opens, with the next number as that of the selected Voucher.

Add the required details.

Press Ctrl+A to save.

Notice that the new Voucher is added in the Day Book, with the number displayed in the Voucher screen. All the vouchers below the newly created one are renumbered.

Similarly, you can add any other type of Voucher, using the relevant report.

You can also Cancel the incorrectly recorded vouchers. You can follow similar steps as in Insert or Add voucher and press Alt+X. Notice that the voucher number continues to show up in the report. But the details in the voucher are removed, and the Particulars will show it as Cancelled. This helps to maintain your books correctly, without changing the voucher numbers of the other transactions. This is also useful in handling the compliance aspect correctly.

Cancel a Voucher.

Select a Voucher.

Press Alt+X.

Notice that the Particulars is shown as Cancelled for the selected voucher, and the Vch No. is maintained as is.

In a similar way you can cancel any other type of Voucher.

In case you find any transaction that got duplicated or so, you can delete those vouchers by pressing Alt+D.

Delete a Voucher.

Select the required Voucher.

Press Alt+D. A confirmation message appears.

Press Y.

Notice that the selected voucher got deleted, and all the vouchers below the deleted one are renumbered.

In a similar way you can delete any other type of Voucher.

So far, you have used many techniques to access TallyPrime features that you want – Gateway of Tally menu, top menu bar, shortcut keys, Go To, Switch to, and many more. Let us explore a bit more.

Do not remember where an option exists, or the exact name of the option? Need to check the outstanding when recording a receipt? The simple answer is, press Alt+G (Go To).

Press Alt+G (Go To), when recording a receipt.

Check the data as needed.

You are back on the receipt screen. Continue from where you left it.

In a similar manner, you can handle any urgent task. For example, if you are trying to put a voucher on hold to generate another one urgently or check the stock balance or re-order level before generating an order, then you can use the same option – Go To.

Did you open a different report or a voucher? Just press Ctrl+G (Switch To) to leave the current screen, and move to the required option.

Press Ctrl+G (Switch To), when any screen is open.

Complete the task as needed.

Notice that you are not back on the screen from where you pressed Ctrl+G.

Tip: You can also use a few common aliases to filter the list, if you do not remember the exact name. In the above example, the alias Daily Entries is listed, where the report that will open is Day Book.

When you use Go To or Switch To, the list that opens up provides various options. Apart from selecting a report to open, you can create vouchers, create or alter masters, or even find the reports where the corresponding feature itself is not enabled in F11. You can select the option, and enable the feature on the fly.

Bottom bar – Release 2.0.1 onwards, you can find the bottom bar on each screen, displaying the shortcuts along with their corresponding actions. This makes it easy for you perform tasks quickly, without you having to remember the shortcuts all the time. You can choose to show or hide the bottom bar, as per your convenience.

In Release 2.0.1, the bottom bar is displayed on each screen by default. You can hide the bottom bar, if needed.

The following are a few examples on using keyboard shortcuts from bottom bar in reports and vouchers: 

In Day Book

Press Ctrl+A to add a voucher

Press Alt+2 to duplicate a voucher  

In a voucher creation screen

Press Ctrl+A to accept the voucher

Press Alt+X to cancel the voucher

You can use different Exception Reports to handle the business cases that arise in day-to-day situations. For example, when you are checking the stock status, it would help if you get to see the items with stock below the set re-order level, or outstanding purchase orders to decide on placing a purchase order.

Similarly, when you are checking a ledger voucher, it would help if you can view the overdue receivables from the party, or post-dated vouchers for the party.

Press Ctrl+J (Exception Reports).

Finalise the action you need to take – send a reminder to make the payment, and plan your delivery based on the voucher date.

You can check the Exception Reports for any report as needed, and decide on the required actions.

You can easily set up your TallyPrime to suit your requirements and preferences. Further, you can either implement the settings at one shot, or as and when you need it.

You can configure TallyPrime to suit your ways of working. These settings allow you to capture additional values in masters and transactions, and are independent for every installation of TallyPrime. Similarly, you can configure the display of details in reports.

Using F12 (Configure) options you can include or exclude certain fields to capture values in masters and transactions. In reports, you can show or hide fields. Also, you can set these configurations when you need those for the first time. Henceforth, the configurations will apply, until you change the option in F12 (Configure).

You can capture details that you occasionally need in a few transactions or masters, without the overhead of handling it every time using More Details. Further, you can modify the details of masters or transactions without navigating to a specific field.

TallyPrime allows you to set the language for Display and Data Entry.

Currently, English is the only language available by default for display settings.

Select the required language.

You can specify the default country for creating new Companies. Also, you can change this in the Company Creation screen as needed.

Other options are to set the standards to be followed for the Accounting terminology in the product and date & number formats.

You can specify whether Companies should be loaded when opening TallyPrime, and if required how many are to be loaded. You can also configure TallyPrime to open in full screen or not, and enable auto login when loading a Company.

Under Display settings you can specify the values to be displayed in reports, number formats to be used in different situations, and the use of colour and sound in TallyPrime.

Tip: You can enter dates in different formats. TallyPrime will relate it to the context and accept as proper dates as needed. For example, if you specify 4-9, then TallyPrime will show the date, 4th September of the current year.

Having complete knowledge of the environment in which your TallyPrime runs gives the flexibility to troubleshoot issues that you may encounter when working on TallyPrime. The About report is among the latest TallyPrime features that gives you such details.

The About report is as shown below.

Product Information: Shows details of TallyPrime such as the installed release, whether upgrade is available, the application path, and the other Tally applications installed on the computer.

License Information: Shows details of your TallyPrime application such as the product Serial Number, edition, and so on.

TDL & Add-on: Shows details of the extensions or customisations you have on your computer.

Data Information: Shows location of your Company data and backup.

Connectivity and Tally Gateway Server: Shows details of the connectivity and Gateway Server used.

Computer Information: Shows details of the computer and the Operating System on which TallyPrime is running.

How To Manage Your Chronic Illness At Work

A chronic illness is any health condition that lasts at least 12 months and requires consistent medical attention and/or limits someone’s typical activities.

Employees with chronic illnesses should be honest with themselves about their work capabilities. They should strive for a balance between work and health, and be discerning about how they disclose their illness at work.

Managers and employees should know the rights granted to people with chronic illnesses. The federal Americans with Disabilities Act and certain state, county and municipal sick-leave laws may apply.

This article is for employees with chronic illnesses who are looking to balance their work and health, and for managers who support them in this goal.

The Centers for Disease Control and Prevention reported that about 60 percent of Americans live with at least one chronic illness. Although many people with these conditions take medicine to remain productive, that’s not always the case.

If you have a chronic disease, you may have days when you’re not well enough to work. And if you manage employees with chronic illnesses, you’ve likely observed that challenge as well. Here’s how leaders and employees can manage chronic illnesses in the workplace.

What are chronic illnesses?

A chronic illness is a health condition that lasts at least a year and requires regular medical attention and/or limits someone’s daily activities. Some common examples are heart disease, cancer, diabetes and long COVID-19, as well as less-common conditions such as Crohn’s disease.

In addition, experts are increasingly categorizing mental health conditions, such as depression and generalized anxiety disorder, as chronic conditions. These ailments are often less visible to others than a chronic disease that limits someone’s mobility, such as rheumatoid arthritis.

To support their staff, managers should cultivate work environments where employees feel safe sharing how their chronic illnesses are affecting their work, while employees may need to get more comfortable with transparency.

Key Takeaway

Stigma persists around chronic illness, but open communication discredits perceptions. Managers who have employees with chronic diseases should remain understanding and open to discussion.

Did You Know?

If you are hiring candidates, there are some illegal interview questions you cannot ask, including broad questions about a potential hire’s health or whether they have had previous illnesses.

FYI

In many states, cities and counties, employers must pay you sick leave at your usual wage for a certain number of hours missed.

How remote work can help workers with chronic illness

More than three-quarters of workers who can do their jobs remotely work from home at least some of the time, and more than one-third work remotely all the time, according to the Pew Research Center. A remote work setup is an option that increases productivity for all workers, but especially for those who have chronic illnesses that involve symptoms such as low energy.

Hybrid or remote work setups can reduce the burden of commuting, which can help people with chronic physical conditions that make it more difficult to travel. It can also reduce the anxiety of being in an office environment with other people, which can help people with mental health conditions. If a person with a chronic illness has multiple doctor appointments, remote work can improve productivity, because instead of taking an entire day off, they can work some hours from home. [Read related article: Is Office Work Going the Way of the Dinosaurs?]

Workers with chronic illnesses should honor their condition

Whether you are an employee with a chronic condition or an employer managing an employee with a long-term illness, you should pay attention to what is needed. For employees, that means assessing themselves honestly and listening to their bodies to manage symptoms and work successfully.

Employers should seek to create a workday structure that allows their employees to work despite their illness. Listening to your employees is important and will help make people comfortable when sharing information about their chronic conditions. Your employees are clearly qualified and can do the work, but some may require minor modifications to improve their productivity. For people with chronic conditions, remote work can be an option to help them manage their symptoms while operating at a high level. 

Tejas Vemparala and Max Freedman contributed to this article. Source interviews were conducted for a previous version of this article.

How To Enable Vat For All States In Tallyprime

State Name

Enabling VAT

Andhra Pradesh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 37.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, VAT Rate, and Other Info.

Select the Schedule and Commodity name, press Alt+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the date from which VAT subscription is cancelled in the Deactivate from field.

Enter the tax filing details in the fields Circle, Division, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Assam

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 18.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Commodity name and Commodity Code.

Select the Schedule and Type of goods.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on quantity to Yes to define the tax amount per unit in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields S/0, D/o, W/o, Style of business, Name of the goods dealt in, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Bihar

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 10.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Schedule Serial No.

Select the Schedule, Type of goods, Nature of goods, Commodity name, press Ctrl+H (Helper). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Status of dealer, Style of business, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Chandigarh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 04.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Commodity name, and Commodity Code.

Select the Schedule and Type of goods.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Status of dealer, Style of business, Fax Number, District, Ward number, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Chhattisgarh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 22.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Type of goods, Nature of goods, Commodity name (press Ctrl+C). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Branch (1), Branch (2), Fax Number, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Dadra & Nagar Haveli and Daman & Diu

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 26.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select Type of goods.

Enter the Commodity name and Commodity code.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Authorised person, Status/designation, and Place.

Enter the Exemption/Deferment Details in the fields Entitlement certificate number and Date of completion of exemption.

Accept the screen. As always, you can press Ctrl+A to save.

Dadra and Nagar Haveli

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 26.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Schedule and Type of goods.

Enter the Commodity name and Commodity Code.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on stock item rate to Yes to define the tax rate for a particular range of amount in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Authorised person, Status/designation, and Place.

Enter the Exemption/Deferment Details in the fields Entitlement certificate number and Date of completion of exemption.

Accept the screen. As always, you can press Ctrl+A to save.

Note: Dadra and Nagar Haveli will not be listed as state in later versions.

Delhi

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 07.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Type of goods and Commodity name, press Ctrl+H (Helper). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on stock item rate to Yes to define the tax rate for a particular range of amount in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Ward number, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Goa

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 30.

Enter the Interstate sales tax number.

Set the option Is Under NPV Scheme to Yes to account for purchase/sales against restrictive tax invoices.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Main Commodity, Commodity name and Commodity Code.

Select the Schedule and Type of goods.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields TIN is valid up to, Name of dealer, Status of dealer, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Gujarat

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 24.

Enter the VAT registration date.

Enter the Interstate sales tax number.

Enter the CST registration date.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Schedule Serial No.

Select the Schedule, Type of goods, Nature of goods, Commodity name, press Ctrl+H (Helper). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Set the option Consolidate CST and Addl. tax in interstate sales to: 

Yes to calculate the tax by consolidating CST and additional tax value on selecting CST ledger in the invoice.

No to select CST and additional tax ledgers separately in the invoice.

Enter the tax filing details in the fields Authorised person, Status/designation, Place, District, Fax Number, and Exemption/Deferment Details.

Accept the screen. As always, you can press Ctrl+A to save.

Haryana

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 06.

Enter the Interstate sales tax number.

Select the Periodicity of Return as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Commodity Code.

Select the Type of goods, Nature of goods, and Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Style of business, Status of dealer, Economic activity code, Authorised person, Status/designation, Place, and District.

Accept the screen. As always, you can press Ctrl+A to save.

Himachal Pradesh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 02.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Type of goods, Nature of goods and Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Style of business, Income tax circle, Economic activity code, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Jammu and Kashmir

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 01. The TIN assigned to the business prior to bifurcation of Ladakh is copied to the field TIN (prior to 1-Jan-2024).

Enter the Interstate sales tax number. The Interstate sales tax number assigned to the business prior to bifurcation of Ladakh is copied to the field Interstate sales tax number (prior to 1-Jan-2024).

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Type of goods.

Enter the Commodity name and Commodity code.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Ward/circle/division, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Jharkhand

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 20.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Schedule, Type of goods and Commodity name (press Ctrl+C).The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on quantity to Yes to define the tax amount per unit in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields District, Circle/sub- circle, Total amount of deferred tax admissible, Date of eligibility certificate, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Karnataka

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 29.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures to Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Commodity name, Commodity code and Sub Commodity code.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields LVO/VSO code, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Kerala

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 32.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Cess, and Schedule Serial No.

Select the Schedule, Type of goods, Nature of goods, Commodity name, press Ctrl+H (Helper). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Assessing authority address, Branch (1), SSI/MSI/LSI registration number, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Ladakh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 38.

Enter the 11 digit TIN starting with 01 that was assigned before Ladakh was given the UT status in the TIN (prior to 1-Jan-2024) field.

Enter the Interstate sales tax number.

Enter the interstate sales tax number assigned before Ladakh was given the UT status in the Interstate sales tax number (prior to 1-Jan-2024) field.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Type of goods.

Enter the Commodity name and Commodity code.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Ward/circle/division, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Madhya Pradesh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 23.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures to Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Commodity name, Commodity Code, and Sub Commodity Code.

Select the Schedule, Type of goods, and Nature of goods.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on quantity to Yes to define the tax amount per unit in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Circle office, Status of business, Nature of Business, Fax Number, Website name, Status of central registration, Authorised person, Status/designation, Place, and Other Information.

Accept the screen. As always, you can press Ctrl+A to save.

Maharashtra

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 27.

Enter the Interstate sales tax number.

Select the Periodicity of Return as Monthly or Quarterly.

Select the Applicable VAT Return as Form 231 or Form 233 to generate the relevant forms.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Commodity name, and Commodity code.

Select the Type of goods and Nature of goods.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Status of dealer, Style of business, Fax Number, District, Ward number, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Odisha

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 21.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C and Tax rate.

Select the Schedule, Type of goods, Nature of goods, and Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Style of business, Fax Number, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Punjab

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 03.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Surcharge, and Commodity Code.

Select the Type of goods, Trade name, and Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on quantity to Yes to define the tax amount per unit in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Status of dealer, Style of business, Fax Number, District, Code, Ward number, Authorised person, Status/designation, Place and Exemption/Deferment Details.

Accept the screen. As always, you can press Ctrl+A to save.

Puducherry

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 34.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Commodity name.

Select the Type of goods and Nature of goods.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Assessing authority address, Authorised person, S/o, D/o, W/o, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Rajasthan

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 08.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Schedule Serial No. and Commodity code.

Select the Schedule, Type of goods, Nature of goods, Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on quantity to Yes to define the tax amount per unit in stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Fax Number, Style of business, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Tamil Nadu

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 33.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Commodity name.

Select the Schedule, Type of goods, and Commodity name (press Ctrl+C). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details, has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Assessment Circle, Division, Area code, Import export code, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Telangana

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 36.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Commodity Code.

Select the Schedule and Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Circle, Division, Authorised person, Status/designation and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Uttarakhand

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 05.

Enter the Interstate sales tax number.

Select the Periodicity of e-VAT Annexures as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, Cess, Commodity name and Commodity Code.

Select the Schedule, Type of goods, and Reporting unit of measure.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Name of dealer, Status of dealer, Branch (1), Branch (2), Circle, Sector, Authorised person, Status/designation, and Place.

Accept the screen. As always, you can press Ctrl+A to save.

Uttar Pradesh

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 09.

Enter the Interstate sales tax number.

Select the Periodicity of Return as Monthly or Quarterly.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate, and Additional Tax.

Select the Schedule and Commodity name, press Ctrl+H (Helper). The Commodity Code appears automatically.

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Define VAT commodity and tax details as masters to Yes, if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Authorised person, S/o, D/o, W/o, Status/designation, Place, Assessing authority, Name circle/sector, Branch, and Entitlement certificate number.

Enter the tax invoice details in fields Authorised by, and the corresponding Designation, Issued by and the corresponding Designation.

Accept the screen. As always, you can press Ctrl+A to save.

West Bengal

In the Company VAT Details screen,

Enter the data from which VAT is applicable in the field VAT applicable from.

Enter the 11 digit TIN starting with 19.

Enter the Interstate sales tax number.

Set the option Set/alter tax/rate details to Yes. In the Tax/Rate Details screen, press F12 (Configure) and set all the options to Yes.

Enter the CST Rate Against Form C, Tax rate.

Select the Schedule, Type of goods, Nature of goods, Major Commodity, Commodity name, press Ctrl+H (Helper).

These details provided at the company level are captured in the relevant fields/rows/columns of the return forms and annexures.

Set the option Enable VAT calculation on quantity to Yes to define the tax amount per unit in the stock item master.

Set the option Define VAT commodity and tax details as masters to Yes if a VAT Classification which is predefined with tax details has to be applied in the accounts or inventory masters.

Enter the tax filing details in the fields Name of dealer, Authorised person, Status/designation, Place, and Assessment Circle (Group).

Accept the screen. As always, you can press Ctrl+A to save.

A Lost Pda Puts Your Data In Danger

Have you seen my PDA?

I have a confession to make… I’m really hard on personal electronics.

In just over two years, I have eliminated two pagers, three cellphones

and two PDAs. I lost a pager to a toilet and another to a sewage

treatment plant (don’t even ask about that). I left a cellphone on a

train, and I sat on a PDA.

I have been fortunate, though. While the data was lost to me forever,

with the exception of the cell phone, information on these devices wasn’t

recoverable by anyone else, either. Plus, I subscribe to the

back-up-early-and-often theory, and so rebuilt my ”memory” without too

much aggravation.

Of course, there was the small issue of explaining to my boss why I

needed another pager… especially that second time.

We rely ever more heavily on electronics to provide us records,

note-taking space, contact information and scheduling services on a

minute’s notice and in any location. We use them for impromptu pictures

of things to be dealt with later, and we download pages of data we’ll

need soon and quickly.

So we all cringe when someone in the office says, ”Have you seen my

PDA?” We know the poor guy already has scoured the house, the car (both

of them), the gym bag — maybe even the diaper bag — and the office,

before exposing himself to the inevitable derision about losing his

electronic mind.

There’s an important consideration here. What really has been lost?

Yes, there’s the inconvenience that our victim will be late or miss every

appointment he’s scheduled over the next three months. Unless he’s backed

up his data to his computer or some other device or drive, all his

business contacts are gone. (Ask yourself how much overlap there is

between your personal cell phone and your business contacts listed on

your PDA if you don’t have a business phone.) He might be able to recover

personal numbers from his cell, but what about mailing addresses and

birthdates of the people (business or personal) important to him?

If your PDA is like mine, it has plenty of functions that allow for

sketches, notes, and other bits of trivia that go into daily business

activities. Are these drawings part of the prototype for your company’s

”next big thing”? Your cell phone allows you to take photos, download

Webpages of company documents, and list bullets for the big memo to your

boss’s boss about the status of the secret project. If this goes missing,

what happens then?

If you’ve destroyed it, as I am wont to do, it’s almost OK. That data is

marinating in its own juices, never to be seen again.

If you’ve left it behind on the train, the bus or the airplane, you can

hope that whoever finds it isn’t very savvy, and won’t be interested in

examining the contents too carefully. You could take the view that

people, as a whole, are primarily good guys and you’ll see it again

sooner or later. Or not.

There’s also the possibility that people are primarily self-motivated,

and whatever benefits them most is their likely course.

This means they may call you and ask for a reward. This is a good thing.

They may call your boss and offer to sell the contents back to the

company. (Here’s an interesting thought: would you want your boss to see

ALL the content on your PDA? That might include all those appointments

with the competition when you were thinking about changing jobs?) They

may call the competition, and offer to sell the data to them. Or, they

may choose any combination of choices.

Imagine thinking you’re safe because you paid a reward for you PDA, and

got it back safely. Then imagine being called into the boss’ office a few

weeks later to explain why the competition is going to press with the

project you were directly responsible for. And maybe in the course of

that conversation, your boss asks you why you met multiple times with

said competition several months ago.

Let’s make matters worse. Were all your usernames and passwords on the

missing PDA as well? What about your bank account numbers? (Ooooh, it

would be so handy for someone to have the name and phone number of your

broker, along with your personal/question answer, too.)

How hard would the theft of your identity be, at this point?

I know I’m asking tough questions here, and they are questions that don’t

have simple answers.

The manner in which we use our PDAs is due to the need they fill in our

lives. It isn’t just about convenience. This is a situation we ignore at

our own peril. But options are few. Recovering your own data is the

simple part. Back your stuff up… somewhere.

Protecting it from others is something else entirely.

There are packages available for encrypting all the data on your PDA.

They’re handy and fairly simple to use. The key here is that you have a

single point of failure. If you forget the password, you might as well

have dropped your PDA in the lake. The data is safe from everyone…

including you.

The important thing is to think about possible implications and

complications resulting in the loss of any small electronic device.

When I drowned my pager, and I couldn’t be ”found” for several days, it

wasn’t much of an inconvenience. When I sat on my PDA and made all my

information disappear, I was a little more annoyed.

Had I lost it, I would have had to change all my root passwords, my

credit card accounts, and dealt with a number of other major

aggravations. Now, I choose not to keep that information on my PDA. I

still have all my phone numbers and addresses, for both personal and

business contacts, meeting notes, appointments, schedules and deadlines

on it. I back it up religiously, and when synching, I review what’s

outdated, or what’s already been transferred or revised on my laptop or

desktop system. If that information is already somewhere else, I take it

off. If it’s not, and should be, I make the time to move it.

overachiever. I couldn’t just drop my pager in a toilet, I had to drop it

in everybody’s toilet.

How To View Verification Of Stock Items Report In Tallyprime

 PDF

The Verification of Stock Items report is one of the inventory reports in TallyPrime for analysis and verification. It helps the user to check the available Stock Item details for the Analysis Year and compare the same with the Previous Year.

Note: If the previous year (year before the Analysis year) data is available as a different Company, the same has to be loaded before accessing Verification of Stock Items report for accurate analysis.

Configuration Options

Press F12 to change the default display for the above report.

The Verification of Stock Items reports classifies and displays all the exceptional Stock Items (All Exceptions) along with the Item Count under the following exception status:

All Exception: Displays all the exceptional Stock Item.

Difference in Opening Stock: Stock Items with difference in Opening Stock from Previous Year and Current Year will be listed under this status.

Negative Stock: Stock Items with Negative Closing Balance at the end of the Current Year (Analysis Year) will be displayed under this status.

Not Available in Current Year: Stock Items that have been discontinued (not present) in the current year will be listed under this status.

Not Used: Stock Items which do not have any balance and have not been used in recording any transaction during both the years will be displayed under this status.

Not Used in Current Year: Stock Items which have been used for recording transactions only in the previous year, have no Closing Balance (from the previous year), and have no Opening Balance in the current year will be listed under this status.

Only Balances, No Transactions: Stock Items that have only Balances, but have not been used for recording transactions during both the years will be displayed under this status.

The other Status which can be viewed using the F12 (Configure) button are:

All Items: Displays all the Stock Items irrespective of the status.

No Change: Displays the Stock Items which are used in both the Years.

Press F3 (Company): to change the company.

Press F5 (Stock Item-wise): to view the list stock item wise.

Press Alt+F5 (Detailed): to view the list of Stock Items under the selected status.

Press F7 (Compare Company): to load the company that contains the data for the year prior to the analysis period.

Verification of Stock Items – Negative Stock report, the user can drill down to the Daily Breakup for stock item to view the negative stock during the analysis year.

Press F12 (Configure): to change the configuration for the displayed report.

Type of

Stock Items: Select the required Types of Exception from the list to display the Stock Items belonging to the selected status.

Show Stock Group: Set this option to Yes to display the Stock Group for each Stock Item.

Show Verification Note: Set this option to Yes to display the Verification Note entered during verification of the stock item.

Stock Items with Verification Status as: Select to filter the information for On Hold Stock Items or Verified Stock Items or Altered Stock Item or Any for the Types of Exception already selected.

The user can press Enter on any of the selected stock items to view the Stock Vouchers report.

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